Back in March, Financial Planner, and our Managing Director Marlene Outrim celebrated the launch of her latest book at an event which took place at The Ivy, Cardiff. We were joined by the whole team and a group of clients to celebrate the occasion – sc …
The Budget delivered on 3rd March is just about the best we are going to get during the pandemic crisis. Fighting the pandemic has led to record levels of borrowing – an eye-watering £270bn which will need to be paid back – but with millions out of wor …
Most people are wrong about the things that will make them happy, according to Professor Paul Dolan, author of Happiness by Design, who says it’s actually quite simple. According to happiness expert Professor Dolan, smaking simple changes are the key t …
Although the end of the crisis is potentially now in sight, the path to recovery may well still be bumpy over the coming quarters as governments grapple to control the virus. Seasonal factors make this more difficult through the winter. The three annou …
You have probably heard us mention ‘cashflow modelling’ before. If you’re a client, you will have worked through it with us. Maybe you feel you have a good understanding of this tool and how it works. But do you really know how powerful it is for helpi …
Let’s spend some time looking at pensions – and why it’s worth giving yours a little check-up. Pension savings are untouchable until you’re 55 (this is rising to 57 in 2028), but they’re an extremely tax-efficient way of saving. Having a healthy pensi …
It’s wonderful to receive lots of lovely gifts at Christmas, but do you sometimes feel like you just don’t have room for more ‘stuff’? In this, the sixth part of our 7 New Year Money Tips, we’re looking at how you can have a clear-out and clean up at t …
